ESOP · DOL Form 5500 · 2024
Madison Investment Holdings, Inc. ESOP
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 84
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $552,423
- Avg per participant High balance/head
Official DOL plan name: Madison Investment Employee Stock Ownership Plan · Sponsored by Madison Investment Holdings, Inc. · Wisconsin · Finance & Insurance
$46M in assets, 84 participants
Madison Investment Holdings, Inc.'s Madison Investment Employee Stock Ownership Plan reported $46M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,331 in Finance & Insurance (8,549 peers)
Where Madison Investment Employee Stock Ownership Plan sits by assets
Madison Investment Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $46M for 84 participants (~$552,423/participant), up 28.7% in 2024.
- #6,331
- in Finance & Insurance (8,549 peers)
- +28.7%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Madison Investment Employee Stock Ownership Plan's outsized position by total assets
Madison Investment Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$46,403,532 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Madison Investment Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Madison Investment Employee Stock Ownership Plan is a small filing (84 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Madison Investment Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Madison Investment Employee Stock Ownership Plan end-of-year assets rose from $36M in the plan year 2023 filing to $46M in the plan year 2024 filing.
- Madison Investment Employee Stock Ownership Plan reported participants rose from 76 in the plan year 2023 filing to 84 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391194160 · Madison Investment Holdings, Inc. PY 2024 · ESOP
Madison Investment Employee Stock Ownership Plan · $46M · 84 · 83rd
- PCT $46M
- EIN 84
- RANK 83rd
- PHOTO ESOP
- IND near Tier 1 Performance Solutions Employee Stock Ownership Plan
- EOY ind #6331
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Wisconsin →
Madison Investment Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | $10M |
| Employer EIN | 391194160 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Madison Investment Holdings, Inc.)
Sponsor-wide plan assets over time
All Madison Investment Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 35.95965118456085% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $34M |
| 2023 | 1 | 76 | $36M |
| 2024 | 1 | 84 | $46M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc Employee Stock Ownership Plan $3.8B · 6,519
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $796M · 2,967
- Ki Employee Stock Ownership Plan $604M · 1,689
- Wausau Supply Company Employee Stock Ownership Plan $333M · 834
- Trachte Building Systems Employee Stock Ownership Plan $315M · 266
Madison Investment Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Tier 1 Performance Solutions Employee Stock Ownership Plan in KY ($46M); by covered participants it is Pay Tel Communications, Inc. Employee Stock Ownership Plan in NC (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Tier 1 Performance Solutions Employee Stock Ownership Plan (KY) $46M · 335
- The Murphy Construction Group Employee Stock Ownership Plan (KY) $46M · 247
- Threaded Fasteners, Inc. Employee Stock Ownership Plan and Trust (AL) $46M · 227
- American Solutions for Business Employee Stock Ownership Plan (MN) $46M · 1,041
Similar participant headcount
Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.